Browse all Independent advisors in Wisconsin

Every advisor below is licensed to work with clients in Wisconsin. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Wisconsin advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,297
Wealth management	1,084
Options & derivatives strategies	876
Retirement income strategy	763
Retirement plans for business owners (SEP, solo 401k)	697
Retired	683
Active portfolio management	674
Executive	596
Tax-loss harvesting	506
Annuities	452
Private / alternative investments	414
General retirement planning	403
College savings (529s, UTMA, etc.)	378
Passive / index investing	310
Income planning	298
Concentrated stock management	238
Charitable giving & philanthropy	230
Cash flow / budgeting	186
Business exit / sale strategy	179
ESG / Sustainable investing	163
General estate planning guidance	142
Business succession planning	141
General tax planning	141
Mid-Career Professionals	136
Equity compensation tax strategy	124
Real estate investing	123
Tax strategies for small businesses	106
Business ownership considerations	99
HENRY (High Earners, Not Rich Yet)	97
Factor investing / smart beta	64
Long-term care insurance	64
Retirement withdrawal strategies	60
Social Security optimization	57
Educators, Teachers, and Academics	43
Self-Employed	41
Debt management	40
Business sale tax planning	33
Life insurance needs analysis	28
Doctor or Medical Professional	27
Women Professionals	22
Divorce financial planning	20
Approaching retirement	18
Established Professionals	16
Young Professionals	15
Disability insurance	14
Charitable giving tax strategies	10
Liquidity event planning	8
Medicare planning	8
Religious/faith focused	8
Early retirement planning	7
Roth conversion strategy	6
Financial Professional	5
Intergenerational Families	4
Values-based investing	4
Young Families	4
Christian Faith Based	3
Parents	3

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